Trust Co. of Vermont
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 9, 2024), Trust Co. of Vermont reported 900 stock positions worth $1.8 billion. Its top holding was Apple (AAPL) at 6.7% of the portfolio, followed by Microsoft (MSFT, 5.1%) and Alphabet Class C (GOOG, 3.7%). Compared with Q1 2024, it opened 101 new positions, sold out of 47, added to 212 and reduced 222. The biggest buy was Apple (AAPL, shares +4%) and the biggest sale CVS Health (CVS, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- BRATTLEBORO, VT
- CIK
- 0001134008
- Portfolio Value
- $1.8B (Q2 2024)
- SEC Filing
- 0001134008-24-000004 ↗ filed Jul 9, 2024
Holdings Value
Holdings 900 stocks · $1.8B
| AAPL Apple Inc. | 6.67% | 583,048 | $122.8M | Add +3.6% |
| MSFT Microsoft Corp. | 5.07% | 208,676 | $93.3M | Add +1.2% |
| GOOG Alphabet Inc. Class C | 3.69% | 370,015 | $67.9M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 3.23% | 308,083 | $59.5M | Reduce -0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.64% | 119,556 | $48.6M | Add +0.7% |
| COST Costco Wholesale Corp. | 2.37% | 51,359 | $43.7M | Add +0.0% |
| JPM JPMorgan Chase & Co. | 2.28% | 207,792 | $42.0M | Reduce -0.4% |
| NVDA Nvidia Corp. | 2.00% | 297,984 | $36.8M | Add +7.5% |
| AMAT Applied Materials Inc. | 1.76% | 137,395 | $32.4M | Reduce -2.6% |
| ABBV Abbvie Inc. | 1.60% | 171,268 | $29.4M | Add +4.6% |
| META Meta Platforms Inc. Class A | 1.52% | 55,468 | $28.0M | Add +7.1% |
| MA Mastercard Inc. Class A | 1.49% | 62,208 | $27.4M | Add +3.1% |
| PANW Palo Alto Networks Inc. | 1.43% | 77,520 | $26.3M | Add +2.8% |
| PG The Procter & Gamble Co. | 1.38% | 153,898 | $25.4M | Add +3.2% |
| NEE Nextera Energy Inc. | 1.37% | 355,001 | $25.1M | Add +5.8% |
| JNJ Johnson & Johnson | 1.27% | 159,894 | $23.4M | Reduce -0.5% |
| TMO Thermo Fisher Scientific Inc. | 1.26% | 41,866 | $23.2M | Add +3.6% |
| ACN Accenture PLC Class A | 1.25% | 76,021 | $23.1M | Add +1.3% |
| BLK BlackRock Finance Inc. | 1.23% | 28,673 | $22.6M | Add +2.2% |
| ABT Abbott Laboratories | 1.16% | 205,923 | $21.4M | Add +2.5% |
| LOW Lowe's Cos Inc. | 1.12% | 93,700 | $20.7M | Add +1.4% |
| HON Honeywell International Inc. | 1.11% | 95,488 | $20.4M | Add +3.2% |
| UNP Union Pacific Corp. | 1.10% | 89,826 | $20.3M | Add +1.6% |
| PEP Pepsico Inc. | 1.09% | 121,250 | $20.0M | Add +0.1% |
| HD Home Depot Inc. | 1.04% | 55,547 | $19.1M | Reduce -0.1% |
| UNH Unitedhealth Group Inc. | 0.94% | 33,946 | $17.3M | Add +5.7% |
| CVX Chevron Corp. | 0.92% | 107,927 | $16.9M | Add +3.1% |
| ECL Ecolab Inc. | 0.92% | 70,816 | $16.9M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 0.88% | 89,234 | $16.3M | Reduce -1.4% |
| BDX Becton Dickinson and Co. | 0.88% | 69,424 | $16.2M | Add +0.3% |
| MRK Merck & Co. Inc. | 0.87% | 129,449 | $16.0M | Add +0.1% |
| INTU Intuit Inc. | 0.86% | 24,214 | $15.9M | Add +3.2% |
| V Visa Inc. Class A | 0.86% | 60,618 | $15.9M | Add +1.8% |
| ADI Analog Devices Inc. | 0.86% | 69,633 | $15.9M | Reduce -0.9% |
| EMR Emerson Electric Co. | 0.84% | 140,677 | $15.5M | Add +3.1% |
| RTX RTX Corp. | 0.83% | 151,798 | $15.2M | Reduce -3.5% |
| IJR iShares Core S&P Small-Cap E | 0.82% | 141,487 | $15.1M | Reduce -0.2% |
| ADP Automatic Data Processing | 0.78% | 60,208 | $14.4M | Reduce -0.7% |
| IJH iShares Core S&P Midcap ETF | 0.77% | 243,748 | $14.3M | Add +1.2% |
| ETN Eaton Corp. PLC | 0.76% | 44,659 | $14.0M | Reduce -2.8% |
| ADBE Adobe Inc. | 0.74% | 24,382 | $13.5M | Add +10.9% |
| APD Air Products & Chemicals Inc. | 0.67% | 47,719 | $12.3M | Add +1.9% |
| XOM Exxon Mobil Corp. | 0.66% | 105,952 | $12.2M | Add +2.4% |
| MCD McDonald's Corp. | 0.64% | 46,370 | $11.8M | Reduce -4.7% |
| VTIP Vanguard Short-Term Tips | 0.64% | 242,689 | $11.8M | Reduce -4.0% |
| O Realty Income Corp. | 0.62% | 215,959 | $11.4M | Add +10.5% |
| PFE Pfizer Inc. | 0.61% | 401,880 | $11.2M | Add +3.8% |
| SBUX Starbucks Corp. | 0.61% | 144,042 | $11.2M | Reduce -5.0% |
| AMT American Tower Corp. | 0.60% | 57,080 | $11.1M | Reduce -5.8% |
| BKNG Booking Holdings Inc. | 0.60% | 2,783 | $11.0M | Reduce -0.8% |
| WMT Walmart Inc. | 0.59% | 161,306 | $10.9M | Add +6.0% |
| CMCSA Comcast Corp. Class A | 0.55% | 260,463 | $10.2M | Reduce -5.4% |
| ITW Illinois Tool Works | 0.55% | 42,996 | $10.2M | Add +0.7% |
| SYK Stryker Corp. | 0.55% | 29,792 | $10.1M | Add +2.0% |
| CME Cme Group Inc. | 0.54% | 51,002 | $10.0M | Add +2.5% |
| CHD Church & Dwight Co. Inc. | 0.54% | 96,387 | $10.0M | Add +0.5% |
| CRM Salesforce Inc. | 0.52% | 37,123 | $9.5M | Add +3.0% |
| CSCO Cisco Systems Inc. | 0.50% | 194,289 | $9.2M | Reduce -3.8% |
| ICE Intercontinental Exchange Inc. | 0.50% | 66,615 | $9.1M | Add +4.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.49% | 82,426 | $9.1M | Reduce -0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.43% | 45,898 | $7.9M | Add +1.3% |
| CVS CVS Health Corp. | 0.43% | 133,071 | $7.9M | Reduce -9.2% |
| VEA Vanguard Ftse Developed ETF | 0.42% | 157,992 | $7.8M | Add +4.3% |
| ENB Enbridge Inc. | 0.42% | 217,459 | $7.7M | Reduce -7.9% |
| DE Deere & Co. | 0.41% | 20,355 | $7.6M | Reduce -2.1% |
| LLY Eli Lilly & Co. | 0.41% | 8,288 | $7.5M | Add +1.6% |
| AMGN Amgen Inc. | 0.40% | 23,609 | $7.4M | Reduce -0.6% |
| NKE Nike Inc. Class B | 0.39% | 94,184 | $7.1M | Reduce -2.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.38% | 69,774 | $6.9M | Reduce -6.2% |
| NSC Norfolk Southern Corp. | 0.36% | 31,102 | $6.7M | Reduce -1.8% |
| VOO Vanguard S&P 500 ETF | 0.36% | 13,202 | $6.6M | Add +28.7% |
| LMT Lockheed Martin Corp. | 0.36% | 14,005 | $6.5M | Reduce -0.5% |
| IVV iShares Core S&P 500 ETF | 0.35% | 11,863 | $6.5M | Add +2.8% |
| WM Waste Management Inc. | 0.35% | 30,111 | $6.4M | Add +0.5% |
| CI The Cigna Group | 0.34% | 19,049 | $6.3M | Reduce -0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 11,358 | $6.2M | Add +1.1% |
| ORCL Oracle Corp. | 0.33% | 43,379 | $6.1M | Add +0.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 11,562 | $5.5M | Add +0.3% |
| STZ Constellation Brands Inc. Class A | 0.30% | 21,512 | $5.5M | Add +2.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.30% | 93,803 | $5.5M | Reduce -0.7% |
| MDLZ Mondelez International Inc. Class A | 0.29% | 82,553 | $5.4M | Add +0.1% |
| AXP American Express Co. | 0.29% | 22,894 | $5.3M | Reduce -0.7% |
| DHR Danaher Corp. | 0.29% | 21,202 | $5.3M | Add +1.9% |
| VIG Vanguard Dividend Apprec ETF | 0.29% | 28,829 | $5.3M | Reduce -3.0% |
| MMM 3M Co. | 0.29% | 51,416 | $5.3M | Reduce -20.7% |
| MDT Medtronic PLC | 0.28% | 66,282 | $5.2M | Reduce -2.1% |
| CB Chubb Ltd. | 0.28% | 20,368 | $5.2M | Reduce -3.3% |
| NVS Novartis AG-Sponsored ADR | 0.28% | 48,678 | $5.2M | Reduce -1.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.28% | 29,771 | $5.2M | Add +5.9% |
| VZ Verizon Communications Inc. | 0.27% | 122,527 | $5.1M | Reduce -5.0% |
| MKC McCormick & Co.-Non VTG SHRS | 0.26% | 68,239 | $4.8M | Reduce -7.8% |
| ADSK Autodesk Inc. | 0.26% | 19,500 | $4.8M | Reduce -11.2% |
| PAYX Paychex Inc. | 0.26% | 39,696 | $4.7M | Reduce -4.1% |
| VWO Vanguard Ftse Emerging Marke | 0.25% | 105,204 | $4.6M | Add +5.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 112,615 | $4.5M | Reduce -4.0% |
| KO The Coca-Cola Co. | 0.24% | 68,816 | $4.4M | Reduce -5.4% |
| CAT Caterpillar Inc. | 0.23% | 12,949 | $4.3M | Reduce -2.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.22% | 28,607 | $4.1M | Reduce -1.8% |
| ALL Allstate Corp. | 0.22% | 25,228 | $4.0M | Add +2.4% |
| TMUS T-Mobile US Inc. | 0.22% | 22,853 | $4.0M | Add +8.6% |
Lines left out (1) · $3 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| NKLAQ Nikola Corp. | COM | 0 | $3 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $1.8B.
Portfolio Sells Q1 2024 → Q2 2024
| CVS CVS Health Corp. | Reduce -9.2% | 0.43% | −0.22 |
| SBUX Starbucks Corp. | Reduce -5.0% | 0.61% | −0.16 |
| HD Home Depot Inc. | Reduce -0.1% | 1.04% | −0.15 |
| JNJ Johnson & Johnson | Reduce -0.5% | 1.27% | −0.15 |
| DIS The Walt Disney Co. | Reduce -6.2% | 0.38% | −0.13 |
| MCD McDonald's Corp. | Reduce -4.7% | 0.64% | −0.12 |
| NKE Nike Inc. Class B | Reduce -2.5% | 0.39% | −0.12 |
| CMCSA Comcast Corp. Class A | Reduce -5.4% | 0.55% | −0.11 |
| MMM 3M Co. | Reduce -20.7% | 0.29% | −0.10 |
| KMB Kimberly-Clark Corp. | Reduce -43.3% | 0.13% | −0.09 |
| NSC Norfolk Southern Corp. | Reduce -1.8% | 0.36% | −0.09 |
| INTC Intel Corp. | Reduce -4.5% | 0.13% | −0.07 |
| AMT American Tower Corp. | Reduce -5.8% | 0.60% | −0.06 |
| ADP Automatic Data Processing | Reduce -0.7% | 0.78% | −0.06 |
| DE Deere & Co. | Reduce -2.1% | 0.41% | −0.06 |
| CSCO Cisco Systems Inc. | Reduce -3.8% | 0.50% | −0.06 |
| DEO Diageo PLC-Sponsored ADR | Reduce -8.8% | 0.18% | −0.06 |
| BMY Bristol-Myers Squibb Co. | Reduce -17.3% | 0.10% | −0.06 |
| ADSK Autodesk Inc. | Reduce -11.2% | 0.26% | −0.06 |
| ENB Enbridge Inc. | Reduce -7.9% | 0.42% | −0.06 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -7.8% | 0.26% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.2% | 0.82% | −0.05 |
| USB US Bancorp | Reduce -11.8% | 0.16% | −0.05 |
| MSM MSC Industrial Direct Co. Class A | Reduce -5.8% | 0.14% | −0.05 |
| CI The Cigna Group | Reduce -0.9% | 0.34% | −0.05 |
| MDT Medtronic PLC | Reduce -2.1% | 0.28% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -0.4% | 2.28% | −0.04 |
| CLX Clorox Company | Reduce -11.2% | 0.14% | −0.04 |
| ETN Eaton Corp. PLC | Reduce -2.8% | 0.76% | −0.04 |
| CAT Caterpillar Inc. | Reduce -2.6% | 0.23% | −0.04 |
| DOW Dow Inc. | Reduce -36.5% | 0.05% | −0.03 |
| VTIP Vanguard Short-Term Tips | Reduce -4.0% | 0.64% | −0.03 |
| PAG Penske Automotive Group Inc. | Reduce -3.0% | 0.21% | −0.03 |
| SYY Sysco Corp. | Reduce -24.1% | 0.06% | −0.03 |
| TGT Target Corp. | Reduce -0.7% | 0.13% | −0.03 |
| PAYX Paychex Inc. | Reduce -4.1% | 0.26% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -5.0% | 0.27% | −0.03 |
| RTX RTX Corp. | Reduce -3.5% | 0.83% | −0.03 |
| LSXMA Liberty Media Corp. Class A New | Reduce -98.5% | 0.00% | −0.03 |
| BN Brookfield Corp. | Reduce -19.4% | 0.09% | −0.02 |
| COP Conocophillips | Reduce -5.4% | 0.12% | −0.02 |
| CB Chubb Ltd. | Reduce -3.3% | 0.28% | −0.02 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -85.1% | 0.00% | −0.02 |
| GIS General Mills Inc. | Reduce -6.8% | 0.08% | −0.02 |
| PYPL PayPal Holdings Inc. | Reduce -2.8% | 0.08% | −0.02 |
| COF Capital One Financial Corp. | Reduce -1.7% | 0.14% | −0.02 |
| TAN Invesco Solar ETF | Reduce -9.6% | 0.06% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.0% | 0.29% | −0.02 |
| CCK Crown Holdings Inc. | Reduce -4.3% | 0.10% | −0.01 |
| GPC Genuine Parts Co. | Reduce -7.2% | 0.06% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +3.6% | 6.67% | +1.30 |
| NVDA Nvidia Corp. | Add +7.5% | 2.00% | +0.61 |
| COST Costco Wholesale Corp. | Add +0.0% | 2.37% | +0.28 |
| PANW Palo Alto Networks Inc. | Add +2.8% | 1.43% | +0.23 |
| MSFT Microsoft Corp. | Add +1.2% | 5.07% | +0.23 |
| NEE Nextera Energy Inc. | Add +5.8% | 1.37% | +0.17 |
| META Meta Platforms Inc. Class A | Add +7.1% | 1.52% | +0.12 |
| ADBE Adobe Inc. | Add +10.9% | 0.74% | +0.12 |
| VOO Vanguard S&P 500 ETF | Add +28.7% | 0.36% | +0.08 |
| WMT Walmart Inc. | Add +6.0% | 0.59% | +0.08 |
| TSM Taiwan Semiconductor-SP ADR | Add +5.9% | 0.28% | +0.07 |
| LLY Eli Lilly & Co. | Add +1.6% | 0.41% | +0.05 |
| UNH Unitedhealth Group Inc. | Add +5.7% | 0.94% | +0.05 |
| HON Honeywell International Inc. | Add +3.2% | 1.11% | +0.05 |
| APD Air Products & Chemicals Inc. | Add +1.9% | 0.67% | +0.04 |
| ABNB Airbnb Inc. Class A | Add +2175.3% | 0.04% | +0.04 |
| ORCL Oracle Corp. | Add +0.8% | 0.33% | +0.03 |
| PG The Procter & Gamble Co. | Add +3.2% | 1.38% | +0.03 |
| O Realty Income Corp. | Add +10.5% | 0.62% | +0.03 |
| TMUS T-Mobile US Inc. | Add +8.6% | 0.22% | +0.03 |
| FSLR First Solar Inc. | Add +7.3% | 0.09% | +0.03 |
| ISRG Intuitive Surgical Inc. | Add +8.8% | 0.12% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +5.5% | 0.25% | +0.02 |
| MTCH Match Group Inc. | Add +51.9% | 0.09% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.3% | 0.30% | +0.02 |
| INTU Intuit Inc. | Add +3.2% | 0.86% | +0.02 |
| TXN Texas Instruments Inc. | Add +2.7% | 0.14% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +2.8% | 0.35% | +0.01 |
| TPL Texas Pacific Land Corp. | Add +200.0% | 0.06% | +0.01 |
| PFE Pfizer Inc. | Add +3.8% | 0.61% | +0.01 |
| WMS Advanced Drainage Systems Inc. | New | 0.01% | +0.01 |
| FISV Fiserv Inc. | Add +158.0% | 0.02% | +0.01 |
| SLV iShares Silver Trust | Add +58.1% | 0.02% | +0.01 |
| PM Philip Morris International | Add +6.1% | 0.08% | +0.01 |
| LNT Alliant Energy Corp. | New | 0.01% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +68.7% | 0.02% | +0.01 |
| ECL Ecolab Inc. | Add +0.5% | 0.92% | +0.01 |
| VSS Vanguard Ftse All Wo X-US SC | Add +621.0% | 0.01% | +0.01 |
| NXPI NXP Semiconductors NV | Add +24.3% | 0.04% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.1% | 0.34% | +0.01 |
| VXF Vanguard Extended Market ETF | Add +434.1% | 0.01% | +0.01 |
| CARR Carrier Global Corp. | Add +0.6% | 0.13% | +0.01 |
| NOW ServiceNow Inc. | Add +64.4% | 0.02% | +0.01 |
| MKL Markel Group Inc. | Add +13.6% | 0.06% | +0.01 |
| WPC WP Carey Inc. | Add +859.1% | 0.01% | +0.01 |
| REGN Regeneron Pharmaceuticals | Add +559.1% | 0.01% | +0.01 |
| ELV Elevance Health Inc. | Add +346.3% | 0.01% | +0.01 |
| ROP Roper Technologies Inc. | Add +79.8% | 0.01% | +0.01 |
| ICE Intercontinental Exchange Inc. | Add +4.1% | 0.50% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +225.0% | 0.01% | +0.01 |
Notes & Other Activity Q1 2024 → Q2 2024
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Sold out | 40 | $48Kbefore exit |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Sold out | 4 | $172before exit |
| NKLAQ Nikola Corp. | COM | New | 0 | $3 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,154 | $2.7B | AAPL, GOOG, MSFT, AMAT, AMZN |
| Q4 2025 | 1,131 | $2.4B | AAPL, GOOG, MSFT, AMZN, JPM |
| Q3 2025 | 1,094 | $2.3B | AAPL, MSFT, GOOG, AMZN, JPM |
| Q2 2025 | 1,085 | $2.1B | AAPL, MSFT, AMZN, GOOG, JPM |
| Q1 2025 | 1,024 | $2.0B | AAPL, MSFT, BRK.B, AMZN, GOOG |
| Q4 2024 | 1,049 | $2.1B | AAPL, MSFT, GOOG, AMZN, BRK.B |
| Q3 2024 | 1,064 | $2.0B | AAPL, MSFT, GOOG, AMZN, BRK.B |
| Q2 2024 | 900 | $1.8B | AAPL, MSFT, GOOG, AMZN, BRK.B |
| Q1 2024 | 844 | $1.8B | AAPL, MSFT, GOOG, AMZN, BRK.B |